Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
1,587
0.12% 83
2025
Q1
$333K Hold
1,587
0.16% 71
2024
Q4
$282K Hold
1,587
0.13% 78
2024
Q3
$313K Hold
1,587
0.15% 74
2024
Q2
$272K Hold
1,587
0.15% 75
2024
Q1
$289K Hold
1,587
0.18% 76
2023
Q4
$246K Sell
1,587
-45
-3% -$6.97K 0.18% 74
2023
Q3
$243K Hold
1,632
0.2% 68
2023
Q2
$220K Hold
1,632
0.17% 77
2023
Q1
$260K Buy
1,632
+80
+5% +$12.8K 0.22% 65
2022
Q4
$251K Buy
+1,552
New +$251K 0.23% 63